MANUALS > Shop > Shop Module > Shop, Explorer Menu > Shop W/O Authorization Explorer

Shop W/O Authorization Explorer

The Shop Work Order Authorization Explorer allows users to Open, Accept, and/or reject Shop Work Orders that have been released for authorization. The authorization process can be as simple as a one-step authorization, or as complex as a multi-step authorization that requires the attention of multiple departments. The actual authorization configuration process is user-defined based upon the users' individual business standards. It can be set up via the Shop Work Order Priority (Production) System Transaction Codes.

Note: In order to use the Task Card Authorization Explorer, Production Switch WOATHREL must be set to Yes. When set to Yes, an authorization will be required for all Work Orders initially created and revised. When set to No, Work Orders do not require authorization after being created. For more information refer to Switch WOATHREL via the Production Switches Manual.

The Shop Work Order Authorization Explorer window consists of a list of Shop Work Orders currently requiring authorization. Expanding any entry on the list will reveal the required authorization steps.

Note: Authorization Steps can be configured in the Work Order Priority (Production) System Transaction Code to be accepted by a user that meets the Department, Division and Section or Authorization Group criteria that is set up. This is a user defined configuration based upon the business requirements of the customer. For additional information regarding Authorization Groups, refer to Work Order Priority (Production) System Transaction Code.

Clicking on any of the authorization steps will reveal the 'Authorization' option, which will redirect users to the W/O Authorization window.

The icon appearing next to each authorization step denotes its current status:

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Current/Pending Step icon

The current open Work Order Authorization Step(s) that is pending acceptance. There may be more than one Authorization Step open due to Parallel Steps. These steps can be viewed in Query Mode after being accepted if required.

Accepted Status icon

A Work Order Authorization Step that has been accepted. These steps can be viewed in Query Mode if required.

Rejected Status icon

A Work Order Authorization Step that is pending prior steps to be accepted. These steps cannot be accepted until the prior step(s) have been accepted. These steps can be viewed in Query Mode if required.

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Once the Authorization option is selected, the user will be redirected to the Work Order Authorization window.

The following options are available for authorization of the W/O:

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Revision Control

Automatically generated control number for each revision step.

W/O

The Work Order used to categorize, manage, and schedule work requirements for aircraft maintenance.

Authorization Step

A description of the Authorization Step; each Authorization Step can have its own unique description to describe the steps general purpose.

Step Order

This number indicates the order of Steps if one or multiple Steps are created. This number is automatically created and can be overridden and changed to any number. It is recommended that the user enter Steps in a standard incremental pattern (i.e. Step 5, Step 10, Step 15, etc.) to allow for the insertion of Steps into the sequence at a later time if required.

Step To On Rejection

This indicates how the Authorization Process will react when a Step is rejected. When an authorization Step has been rejected, the Step To On Rejection process begins based on the configuration of the Work Order Priority System Transaction Code.

Start - Will return the Authorization Process to the first step.

Return To - Will return the Authorization Process to a specific Authorization Step as specified by the 'Return To' Step number in the Return To Step Order field.

Re-Release - Will return the Authorization Process to the queue where it will await Release For Authorization.

Reserved checkbox

This allows a user to reserve the step. This will lock that user into that specific authorization step and does not allow another user to accept the step. The name of the user who Reserved the Authorization Step will appear in the Reserved By field.

Reserved By - The user who for whom the authorization step is reserved for. This field appears when the Reserved checkbox is selected.

Open

All authorization steps are initially in Open status, until either Accepted or Rejected. A step can also be Open and Reserved at the same time.

Accepted

This option is selected when the user accepts the Authorization Step.

Rejected

This option is selected when the user is rejecting the Authorization Step when there are reasons that do not permit the step from remaining open or being accepted. The Rejection Reason field is mandatory upon the Authorization Step becoming Rejected.

Rejection Reason - A Rejected Reason must also be submitted when Rejecting an Authorization Step. An Authorization Step can be Rejected and Reserved at the same time. For example, a user rejects an authorization step and reserves it at the same time so that when the authorization process comes back to that specific step, the same person who rejected it will have to authorize that same previously rejected step.This is especially beneficial due to the original person who rejected the step knowing first hand why it was rejected.

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Selecting the Accept radio button will complete the step. Selecting the Reject option will reset the authorization process and require the re-authorization of all preceding steps.

Note: A mandatory Rejection Reason field will appear when selecting the Reject option. The authorization step cannot be rejected without a provided reason.

Once accepted, the Green Status icon will replace the Pending Authorization icon.

If the step in question is the final authorization step in the process, the Shop W/O will become authorized and consequently be removed from the Shop W/O Authorization Explorer list.